David Boczar is a CFA, CFP-designated registered investment advisor at Bay Colony Advisors, based in Westport, CT, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,433 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bay Colony Advisors offers investment management services where fees range from 0.65% to 1.85% annually, based on the value of your portfolio. The specific fee depends on the advisor, the type of client, the complexity of their situation, and the amount of assets managed. Fees are paid quarterly, in advance. Accounts within the same household may be eligible for a discounted fee. BCA also uses model portfolios, which have an additional fee of 0.25% of the assets managed in the model portfolio.
Location
8 Wright Street, Suite 107, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved in several outside business activities, including a role as board member and treasurer for the Easton Exchange Club and treasurer for the Easton CT Boy Scouts. He also acts as an insurance agent and serves as an expert witness on occasion.
Employment History
Current Registrations
Bay Colony Advisors
Previous Registrations
Emerald Wealth Advisors
Westport Resources Management INC
Metlife Securities INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.